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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,546 | $121,701+41.0% | $104,639+63.9% | $158,982+7.9% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 3.27% | 465.72%-462.4pp | 340.67%-337.4pp | 302.99%-299.7pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $14,667 | $4,176+251.2% | $3,738+292.4% | $5,983+145.1% |
| Admin fee / account holder | $1,829 | $7,778-76.5% | $6,465-71.7% | $11,252-83.7% |